How to upload Budget in epicor-Kinetic

Epicor ERP 10
1

I am trying to upload the 2024 budget in Epicor Kinetic version and could not find a way. Can someone share your thoughts on this?

Thank you

Reji

2

Use the DMT Budget upload template.
It’s a little complicated b/c of the format, but it works just fine.

3

You have “Import Budget” option under Action in Account Budget entry screen. It works fine.

4

Hi Rakesh,
Should I first export the budget template, then use to populate the data, then import the file in Epicor? Or shall I use an excel sheet to upload?

5

Hi Mike,

I am not familier about DMT template. Is it same as the export file format?

Should I first export the budget template, then use to populate the data, then import the file in Epicor? Or shall I use an excel sheet to upload?

6

in looking at that import/export button - I would use that first. The file format in XLSX is much more intuitive than the DMT template (one account/period/amount per line). Enter a budget amount manually for one account, then Export it so you get a useable template in Excel. Fill it in and re-import.

The DMT is much better for multiple companies, super large budgets (or multiples) since it works in the background.

7

Thank you Mike for your direction.

8

Yes, you need template first. This is excel based template, use it to import back.
KR

9

Please mark this thread as solved for future users asking the same question.

10

Solved. Thank you